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Rotessa Help Documents

Getting Started

Three steps to set up your Rotessa account

4 articles

Authorizations

Edit and send the agreements you need to collect payments

5 articles

Customers

Manage your customers and their information

3 articles

Transactions

Learn about creating transactions, their limits and more

8 articles

Settlements

Learn how and when you get paid

2 articles

Account Settings

Add or edit users and your account information

4 articles

FAQs

The other questions we are often asked

6 articles

Integrations, CSV and API

CSV Imports/Exports

Use CSV files to import and export bulk information

2 articles

QuickBooks Online

Connect your account to import customers and invoices

5 articles

Xero

Connect your account to import customers and invoices

4 articles

Zapier

Connect, create, and automate your tasks

1 article

Rotessa Sandbox

Test out Rotessa's features and API integrations

1 article